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Lee Financial’s Cardinal Health CAH Stock Holding History

Lee Financial’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42
Closed -$4.25K – 252
2023
Q4 		$4.25K Hold
42
– – ﹤0.01% 579
2023
Q3 		$3.65K Hold
42
– – ﹤0.01% 568
2023
Q2 		$3.99K Buy
42
+28
+200% +$2.37K ﹤0.01% 542
2023
Q1 		$1.06K Sell
14
-13
-48% -$981 ﹤0.01% 732
2022
Q4 		$2.08K Sell
27
-14
-34% -$1.06K ﹤0.01% 685
2022
Q3 		$3K Buy
+41
New +$2.6K ﹤0.01% 608
2022
Q2 		– Sell
-200
Closed -$11K – 867
2022
Q1 		$11K Sell
200
-40
-17% -$2.14K ﹤0.01% 418
2021
Q4 		$12K Buy
240
+40
+20% +$1.96K ﹤0.01% 457
2021
Q3 		$10K Hold
200
– – ﹤0.01% 421
2021
Q2 		$11K Hold
200
– – ﹤0.01% 389
2021
Q1 		$12K Hold
200
– – ﹤0.01% 367
2020
Q4 		$11K Hold
200
– – ﹤0.01% 360
2020
Q3 		$9K Sell
200
-76
-28% -$3.9K ﹤0.01% 408
2020
Q2 		$14K Buy
276
+200
+263% +$10.3K ﹤0.01% 315
2020
Q1 		$4K Hold
76
– – ﹤0.01% 393
2019
Q4 		$4K Hold
76
– – ﹤0.01% 421
2019
Q3 		$4K Hold
76
– – ﹤0.01% 432
2019
Q2 		$4K Hold
76
– – ﹤0.01% 437
2019
Q1 		$4K Buy
+76
New +$3.81K ﹤0.01% 421

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's CAH Position: Q1 2024 in Review

Lee Financial sold out of Cardinal Health (CAH) in Q1 2024, closing a stake of 42 shares — an estimated $4.25K sold.

Lee Financial first reported a position in CAH in Q1 2019 and held it in 19 quarters. The position peaked at $14K in Q2 2020. 1,059 funds tracked by Wall St. Rank hold CAH as of Q1 2024.

  • Lee Financial reported no remaining Cardinal Health position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 42 Cardinal Health shares in Q1 2024, an estimated $4.25K.
  • Lee Financial first reported a position in Cardinal Health in Q1 2019 and held it in 19 quarters.
  • Lee Financial's Cardinal Health position peaked at $14K in Q2 2020.
  • 1,059 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.